How to create your first Flow for NAV

I hope you’ve already heard for Microsoft Flow. If you want to use this amazing small tool, you need to go on https://flow.microsoft.com. With this tool, you can connect a lot of different type of software. For example, you can connect Share Point, Outlook, Excel, Facebook, Twitter, OneDrive, Dynamics solutions, Google Calendar of File Drive, Yammer, PowerBI…

In this post, I want to show you how you can create a small Flow for connection between Dynamics 365 for Financials and Facebook. I used Financials only because it was easier for my demo, but you can do it the same with your NAV 2017 for example. Before you start with Flow, you need to publish Web Service you want to use in Flow.

To start, first click on My Flows and then on Create from blank (for this demo). If you want to use some of templates, you will choose Create from template.

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Then you need to find some of Dynamics triggers. You can see on the following picture what you currently can use. If you want to create flow for NAV or Financials, you can use When a record is created or When a record is modified. In this example, I used When a record is created. And then you need to choose one of your connections to your solution or to create new one (be careful with username and password – Web Service Access Key).

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After you finish it, you can choose some of your tables (based on published Web Services). I have chosen Customers, because I want example where Facebook will announce welcome, every time when I create new customer.

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Then, I’ll click on the Next step to create step in Facebook. You need to find Facebook and to choose one of actions. I’ll choose Post to my timeline. And of course, you need to sign in to Facebook with some of accounts.

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The type a message you want to post on your timeline and for this purpose you can use some of the fields in Customers table (from a right side).

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After that if you already didn’t give Flow name for your Flow, just give some name and click on Create flow; click on Done and everything is finished.

Now, you can open your Financials or NAV and create a new customer. When you finish it, you will see that Facebook announce this on your timeline:

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As you can see, this was very easy and you can do it on much easier way using already prepared templates. You can find a lot of templates for CRM (Dynamics 365 for Sales) or AX (Dynamics 365 for Operations). But you can also find few of them (currently 3) for Financials and NAV (I expect more and more soon):

  • Create an item in Dynamics NAV from PowerApps
  • Send a Push Notification for new Sales Orders
  • Post to Twitter on New Customers in Dynamics 365 for Financials

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